Purchases and Sales Made in Q3 2024 in Ishares Core S&P Sm Cap ETF (IJR)
This table provides information about the institutional ownership of Ishares Core S&P Sm Cap ETF (IJR) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P SM CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
164+ 5.68% |
$17.3K - $19.4K
|
3.05K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
161+ 0.66% |
$17K - $19.1K
|
24.7K
$2.92M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
156+ 0.68% |
$16.5K - $18.5K
|
23.1K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
154New |
$16.3K - $18.2K
|
154
$18.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
154New |
$16.3K - $18.2K
|
154
$18.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
153+ 2.45% |
$16.1K - $18.1K
|
6.41K
$759K
|
|
|
Oct 17, 2024
Q3 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
153+ 4.03% |
$16.1K - $18.1K
|
3.95K
$468K
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
150+ 7.18% |
$15.8K - $17.8K
|
2.24K
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
147+ 0.22% |
$15.5K - $17.4K
|
68K
$8.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
146+ 0.46% |
$15.4K - $17.3K
|
31.9K
$3.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
145+ 0.59% |
$15.3K - $17.2K
|
24.8K
$2.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
144+ 0.68% |
$15.2K - $17K
|
21.4K
$2.53M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
141+ 4.39% |
$14.9K - $16.7K
|
3.36K
$397K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
141+ 0.17% |
$14.9K - $16.7K
|
84.9K
$10.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
141+ 6.39% |
$14.9K - $16.7K
|
2.35K
$278K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
138+ 0.94% |
$14.6K - $16.3K
|
14.8K
$1.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
138+ 1.23% |
$14.6K - $16.3K
|
11.3K
$1.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
133+ 5.37% |
$14K - $15.7K
|
2.61K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
133+ 1.4% |
$14K - $15.7K
|
9.67K
$1.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
132+ 5.32% |
$13.9K - $15.6K
|
2.61K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
132New |
$13.9K - $15.6K
|
132
$15.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
130+ 0.42% |
$13.7K - $15.4K
|
31.1K
$3.68M
|
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
130+ 3.28% |
$13.7K - $15.4K
|
4.1K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
130+ 5.19% |
$13.7K - $15.4K
|
2.63K
$312K
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
129+ 3.47% |
$13.6K - $15.3K
|
3.85K
$456K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
128+ 4.91% |
$13.5K - $15.1K
|
2.73K
$324K
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
126+ 1.29% |
$13.3K - $14.9K
|
9.87K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
125+ 0.93% |
$13.2K - $14.8K
|
13.6K
$1.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
124+ 0.4% |
$13.1K - $14.7K
|
31.2K
$3.69M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
122New |
$12.9K - $14.4K
|
122
$14.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
120+ 1.08% |
$12.7K - $14.2K
|
11.2K
$1.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
119+ 1.26% |
$12.6K - $14.1K
|
9.57K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
119+ 0.39% |
$12.6K - $14.1K
|
30.3K
$3.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
118+ 0.42% |
$12.5K - $14K
|
28.4K
$3.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
117+ 0.52% |
$12.3K - $13.8K
|
22.5K
$2.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
116+ 1.61% |
$12.2K - $13.7K
|
7.31K
$866K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
115+ 0.94% |
$12.1K - $13.6K
|
12.4K
$1.47M
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
115+ 4.26% |
$12.1K - $13.6K
|
2.81K
$333K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
114New |
$12K - $13.5K
|
114
$13.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
114+ 2.01% |
$12K - $13.5K
|
5.79K
$686K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
113+ 2.76% |
$11.9K - $13.4K
|
4.2K
$498K
|
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
113+ 3.15% |
$11.9K - $13.4K
|
3.7K
$438K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
110+ 134.15% |
$11.6K - $13K
|
192
$22.7K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
109+ 3.45% |
$11.5K - $12.9K
|
3.26K
$387K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwmg, LLC
|
BUY
|
- |
108+ 1.76% |
$11.4K - $12.8K
|
6.24K
$739K
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
108+ 0.47% |
$11.4K - $12.8K
|
23K
$2.73M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
108+ 3.6% |
$11.4K - $12.8K
|
3.11K
$368K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
105+ 4.77% |
$11.1K - $12.4K
|
2.31K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
105+ 1.52% |
$11.1K - $12.4K
|
7.03K
$832K
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
105+ 0.45% |
$11.1K - $12.4K
|
23.7K
$2.8M
|